Defined Benefit (Pension) · DOL Form 5500 · 2023

South Jersey Industries, Inc. Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
33
Participants Small participant base
91st
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of South Jersey Industries, Inc. · Sponsored by South Jersey Industries, Inc. · New Jersey · Management of Enterprises

$93M in assets, 33 participants

South Jersey Industries, Inc.'s Retirement Plan for Employees of South Jersey Industries, Inc. reported $93M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #859 in Management of Enterprises (1,137 peers)

Where Retirement Plan for Employees of South Jersey Industries, Inc. sits by assets

Retirement Plan for Employees of South Jersey Industries, Inc. sits in the top 10% of all filed plans by assets, $93M for 33 participants (~$2.8M/participant), up 10.8% in 2023.

#859
in Management of Enterprises (1,137 peers)
+10.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Retirement Plan for Employees of South Jersey Industries, Inc.'s outsized position by total assets

Retirement Plan for Employees of South Jersey Industries, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$92,538,774 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Retirement Plan for Employees of South Jersey Industries, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of South Jersey Industries, Inc. is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of South Jersey Industries, Inc. reported net income rose from $557K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Retirement Plan for Employees of South Jersey Industries, Inc. end-of-year assets rose from $83M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Retirement Plan for Employees of South Jersey Industries, Inc. reported participants fell from 36 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221901645 · South Jersey Industries, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of South Jersey Industries, Inc. · $93M · 33 · 91st

  • 5500 $93M
  • ASSETS 33
  • PCT 91st
  • EIN Defined Benefit (Pension)
  • RANK near O & G Industries, Inc. Defined Benefit Pension Plan
  • PHOTO ind #859

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in New Jersey →

Retirement Plan for Employees of South Jersey Industries, Inc. in the asset neighbourhood

Good Shepherd Rehabilitation Hospital Employees' Pension PlanGood Shepherd Rehabilitation…$93MWestern Conference of Teamsters Supp Benefit PlanWestern Conference of Teamst…$93MO & G Industries, Inc. Defined Benefit Pension PlanO & G Industries, Inc. Defin…$93MRetirement Plan for Employees of South Jersey Industries, Inc.Retirement Plan for Employee…$93MMountaineer Gas Company Employees' Defined Benefit Pension PlanMountaineer Gas Company Empl…$92M
End-of-year total assets ($M) among Retirement Plan for Employees of South Jersey Industries, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$92M
Net Income$9M
Employer EIN221901645
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Jersey Industries, Inc.)

Sponsor-wide plan assets over time

All South Jersey Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$535M 11.163945260975707% vs 2022
2024 filing year
$460M$480M$500M$520M$540M$560M 202220232024 $482M $535M ▲ +11.2%
Year Plans Participants Total Assets
2022 4 1,587 $482M
2023 4 1,559 $513M
2024 4 1,527 $535M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of South Jersey Industries, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan for Employees of South Jersey Industries, Inc., Total assets ($B): 0.092538774 · Participants: 33Retirement Plan for Employees of South Jersey Industries, Inc.Retirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Retirement Plan for Employees of South Jersey Industries, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Retirement Plan for Employees of South Jersey Industries, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of South Jersey Industries, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($93M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of South Jersey Industries, Inc. assets move in 2023? ▼
Retirement Plan for Employees of South Jersey Industries, Inc. grew at a solid clip - up 10.8% during 2023, from $83M to $93M. Reported net income was $9M.
How have South Jersey Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Jersey Industries, Inc.'s sponsor-wide assets grew 11.2%, from $482M to $535M.
Where does Retirement Plan for Employees of South Jersey Industries, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of South Jersey Industries, Inc. ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of South Jersey Industries, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($93M, 163 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of South Jersey Industries, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221901645.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.